Assembly Wealth

RIASEC Registered

Total AUM

$337M

Discretionary

$337M

100% of AUM

Avg account

$740K

Accounts

455

Employees

9

Advisory reps

6

Firm details

Headquarters: Mill Valley, California
CRD number: 108834
Registered since: May 26, 2000
Website: www.letsassemble.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals52.99%
HNWI47.01%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Assembly Wealth is an independent, privately owned registered investment adviser organized as a corporation and operating since 2000. The firm serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and selection of outside advisers. Assembly acts as a capital allocator, combining fee models that include a percentage of assets under management, hourly charges, and fixed fees. The firm is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities71%
Investment Grade Corp Bonds14%
US Government Bonds8%
Non-Investment Grade Corp Bonds4%
State & Local Bonds1%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 73

Active vs passive

$300M in ETFs

Passive

99%

$295M

Active

1%

$4.5M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES CORE US AGGREGATE BOND ETF (AGG)	BlackRock	Passive	Intermediate Core Bond	$22.2M	223,892	7.40%

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Primary office

Mill Valley, CA

Marin

Location

Mill Valley, CA

Headquartered in Mill Valley, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area: San Jose-San Francisco-Oakland, CA
Region: West
County: Marin
Address: 319 Miller Ave
Time zone: PT (UTC-8)
Office locations

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